Records Management

How long do you keep a document.

The following policies and procedures relate to records that are confidential, private or privileged. These records are created in the course of conducting business for the Diocese of Olympia. The offices of record for these records include (but are not limited to) the Bishop's Office, the Bishop Suffragan’s Office, the Canon to the Ordinary, Faith Formation, Huston Camp & Conference Center, Refugee Resettlement Ministry, Evangelism and Planned Giving/Stewardship and the Treasurer's/Comptroller's Office.

Schedule of retention for various documents

All records created or received by the employees or agents of the Diocese of Olympia within the scope of their employment or responsibilities will be considered the records of the diocese. The Diocese of Olympia establishes a Records Policy, together with approved procedures for the management, retention, disposition, and preservation of its records in all formats and media, including electronic records and communication, in accordance with statutory and regulatory standards, and appropriate administrative standards and best practices.

This manual of records management guidelines is designed for parish officers and administrators, including the custodian of records and archives or the parish archivist. It includes a general records retention schedule that may be modified and adopted by congregations for their particular situations.